More than 160 Swiss independent wealth managers shared insights into their approaches to strategic asset allocation, portfolio implementation and fund selection as well as sustainable investing.

For the first time this year, wealth managers were also asked to identify the top five strategies they use for generating alpha in their portfolios. 

Key findings

  • Strategies to generate alpha

    Strategic asset allocation and single security selection are key.

  • Asset allocation

    Equities overweighted; Swiss and European equities slightly increased.

  • Portfolio implementation

    Steady preference for direct investments on the bond side and for funds/ ETFs on the equity side – with some exceptions, e.g., Swiss equities.

Read the full VSV-ASG Investment Pulse 2025 report

Download report

The fields marked with * are mandatory

By subscribing to access our premium content and tools, you will also receive our latest market and product and service updates. By collecting your telephone number we may contact you to let you know about our products and services. You can unsubscribe at any time. Further information on the use and storage of your personal data can be found in our privacy policy.

When you subscribe, we will set the cookies described in our cookie policy on your device to personalise and improve the site experience.

Privacy policy Cookie policy
Subscribe

Subscribe to our newsletter

Receive our latest thinking and product updates via email in Vanguard’s monthly newsletter, as well as invites to our exclusive webinars and events.

Subscribe Now
Subscribe

Investment risk information

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

Important information

This is directed at professional investors and should not be distributed to, or relied upon by retail investors.

The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information does not constitute legal, tax, or investment advice. You must not, therefore, rely on it when making any investment decisions.

The information contained herein is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.

Issued by Vanguard Investments Switzerland GmbH.

© 2025 Vanguard Investments Switzerland GmbH. All rights reserved